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Disclosery

Bullock Wealth Management Group: IBDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bullock Wealth Management Group on IBDY, newest first. How the timeline and the estimate are built.

Bullock Wealth Management Group held 8,430 IBDY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,430 shares
    Change vs previous 13F +103 shares

    0.09% of the 13F portfolio, value $206,356.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,327 shares
    Change vs previous 13F +392 shares

    0.09% of the 13F portfolio, value $213,262.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 7,935 shares
    Change vs previous 13F -177 shares

    0.1% of the 13F portfolio, value $204,395.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 8,112 shares
    Change vs previous 13F +7,106 shares

    0.1% of the 13F portfolio, value $212,046.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 1,006 shares
    Change vs previous 13F -43 shares

    0.01% of the 13F portfolio, value $26,351.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 1,049 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $27,048.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 1,036 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $26,401.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 1,027 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $25,777.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested